J•••• L•• H••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:59b8f99d-8c32-c1d7-ae43-49e6088462f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 27, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Nov 1, 2018	n/a	yes	Bellville, OH\|Grove City, OH\|Columbus, OH	Current employment
N••••••••• S••••••••• L••	No RAUM reported	May 1, 2013	Oct 31, 2018	no	COLUMBUS, OH\|COLUMBUS, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• S••••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Oct 31, 2018	Nov 1, 2018	1	Firm change	Other
E••••• J••••	N••••••••• S••••••••• L••	Jan 6, 2011	May 1, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
11173:134139:OH:2018-10-17	Oct 31, 2018	Nov 1, 2018	COLUMBUS, OH	Firm change

Relationships

Registered with (3)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ N••••••••• S••••••••• L••Registered adviserregistration: previous registration
May 1, 2013 to Oct 31, 2018factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 25, 2007 to Jan 6, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:59b8f99d-8c32-c1d7-ae43-49e6088462f6
First observed: Jan 25, 2007
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.